Based in Stamford, I provide wealth management advice to clients both within the City, and more widely throughout the East of England. I work closely with all of my clients, building long-term, high trust relationships and my service is grounded in the highest professional standards. I recognise that each client is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

I meet with my clients regularly, at a location to suit, to review solutions and ensure they continue to meet clients goals. In an uncertain world along with changing legislation, client circumstances and views, I believe this is paramount.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.

Because of my strong client focus, I build my business solely on introductions and it gives me great satisfaction and pride to know that my existing clients are keen and confident to recommend me to their family, friends and colleagues, so they too can benefit from the professional, honest and reliable advice that they enjoy.